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Prospera Financial Services’s Star Group SGU Stock Holding History

Prospera Financial Services’s Portfolio SGU Stock Details SGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-8,000
Closed -$89K – 2442
2022
Q1 		$89K Buy
+8,000
New +$83.7K ﹤0.01% 1151
2020
Q4 		– Sell
-8,000
Closed -$78K – 1410
2020
Q3 		$78K Buy
+8,000
New +$74.5K 0.03% 483
2015
Q1 		– Sell
-26,379
Closed -$161K – 349
2014
Q4 		$161K Hold
26,379
– – 0.04% 275
2014
Q3 		$151K Buy
+26,379
New +$160K 0.04% 262
2014
Q2 		– Sell
-17,449
Closed -$102K – 281
2014
Q1 		$102K Buy
17,449
+1,910
+12% +$10.8K 0.03% 243
2013
Q4 		$82K Buy
+15,539
New +$83.7K 0.03% 249

Other funds holding SGU

BP
Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
OCP
Oakcliff Capital Partners New York $227M AUM 27.82% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LWCA
Locust Wood Capital Advisers New York $3.95B AUM 33.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CS
Central Securities New York $1.21B AUM 19.91% 1-Year Est. Return
ETM
Euclidean Technologies Management Seattle, Washington $109M AUM 7.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KWM
Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return

Prospera Financial Services's SGU Position: Q2 2022 in Review

Prospera Financial Services sold out of Star Group (SGU) in Q2 2022, closing a stake of 8,000 shares — an estimated $89K sold.

Prospera Financial Services first reported a position in SGU in Q4 2013 and held it in 6 quarters. The position peaked at $161K in Q4 2014. 71 funds tracked by Wall St. Rank hold SGU as of Q2 2022.

  • Prospera Financial Services reported no remaining Star Group position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 8,000 Star Group shares in Q2 2022, an estimated $89K.
  • Prospera Financial Services first reported a position in Star Group in Q4 2013 and held it in 6 quarters.
  • Prospera Financial Services's Star Group position peaked at $161K in Q4 2014.
  • 71 funds tracked by Wall St. Rank held Star Group as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.